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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
501
Triad Wealth Partners
Kansas
$374K +$351K +20,736 New
NEWAS
502
N.E.W. Advisory Services
Wisconsin
$374K +$1.34K +79 +0.4%
CLA
503
Carnegie Lake Advisors
New Jersey
$368K – – –
BTWM
504
Baker Tilly Wealth Management
Wisconsin
$364K +$344K +20,327 New
PS
505
Principal Securities
Iowa
$364K +$26.9K +1,589 +8%
SFG
506
Southern Financial Group
Alabama
$362K +$14.7K +870 +4%
UWM
507
USAdvisors Wealth Management
Minnesota
$361K +$24K +1,415 +8%
SC
508
Shay Capital
New York
$360K +$341K +20,100 New
IA
509
Integrity Alliance
Iowa
$358K -$3.47K -205 -1%
PP
510
Prudential plc
United Kingdom
$356K – – –
MAG
511
Mayfair Advisory Group
Alabama
$355K +$12.2K +720 +3%
CW
512
CreativeOne Wealth
Kansas
$355K -$142K -8,393 -30%
MFGM
513
Marshall Financial Group (Maryland)
Maryland
$355K +$6.12K +361 +2%
MFAM
514
Motley Fool Asset Management
Virginia
$353K -$75.9K -4,478 -19%
CFG
515
Citizens Financial Group
Rhode Island
$351K +$332K +19,567 New
TWM
516
Thrive Wealth Management
Pennsylvania
$347K -$33.3K -1,963 -9%
CCM
517
Coldstream Capital Management
Washington
$346K -$91.1K -5,375 -22%
CA
518
Calton & Associates
Florida
$346K +$12.7K +748 +4%
JCM
519
Jacobi Capital Management
Pennsylvania
$342K -$33.9K -2,000 -9%
SFI
520
Siemens Fonds Invest
Germany
$338K +$9.37K +553 +3%
CIA
521
Capital Investment Advisors
Georgia
$337K +$70.8K +4,177 +29%
AC
522
AXQ Capital
New Jersey
$334K -$1.24M -73,394 -80%
UCFA
523
United Capital Financial Advisors
Texas
$333K +$26.6K +1,571 +9%
IAIM
524
International Assets Investment Management
Florida
$328K +$68.6K +4,050 +29%
ICP
525
Interchange Capital Partners
Pennsylvania
$321K +$303K +17,912 New
19 20
21
22 23